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Disclosery

Equitable Holdings, Inc.: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Equitable Holdings, Inc. on HEFA, newest first. How the timeline and the estimate are built.

Equitable Holdings, Inc. held 36,065 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,065 shares
    Change vs previous 13F +9,773 shares

    0.01% of the 13F portfolio, value $1,692,346.

    13F-HR 0001333986-26-000042 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,292 shares
    Change vs previous 13F +3,915 shares

    0.01% of the 13F portfolio, value $1,087,453.

    13F-HR 0001333986-26-000027 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,377 shares
    Change vs previous 13F +1,680 shares

    0.01% of the 13F portfolio, value $925,513.

    13F-HR 0001333986-26-000006 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,697 shares
    Change vs previous 13F -3,322 shares

    0.01% of the 13F portfolio, value $819,808.

    13F-HR 0001333986-25-000070 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,019 shares
    Change vs previous 13F -76,446 shares

    0.01% of the 13F portfolio, value $911,761.

    13F-HR 0001532155-25-000165 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 100,465 shares
    Change vs previous 13F +43,666 shares

    0.03% of the 13F portfolio, value $3,645,875.

    13F-HR 0001532155-25-000072 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,799 shares
    Change vs previous 13F -8,282 shares

    0.02% of the 13F portfolio, value $1,973,765.

    13F-HR 0001532155-25-000044 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 65,081 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,305,169.

    13F-HR 0001532155-24-000158 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).